Clarity Wealth Advisors, LLC
SAN JOSE CA · SEC CIK 0001767384
$5.67亿2026Q2 申报市值
117持仓数
50.2%前十大占比 · 第一大 6.9%
8 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGBL 加仓+$293.46万
VYMI 加仓+$159.00万
VGLT 新建仓+$132.59万
VXUS 加仓+$120.50万
NVDA 加仓+$120.11万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$100.00万
GOOGL 减仓-$75.41万
VCR 减仓-$66.87万
IXJ 减仓-$57.68万
AAPL 减仓-$48.67万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,917.66万 | 6.91% | 53,200 | -1,358 | -2.5% | -$100.00万 | 减仓 |
| AAPL | APPLE INC | $3,870.24万 | 6.83% | 133,752 | -1,682 | -1.2% | -$48.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,820.23万 | 6.74% | 51,157 | -533 | -1.0% | -$39.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,706.81万 | 6.54% | 100,173 | -523 | -0.5% | -$19.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,501.19万 | 4.41% | 105,705 | 1,573 | 1.5% | $37.22万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,365.35万 | 4.17% | 45,279 | 1,567 | 3.6% | $81.86万 | 加仓 |
| IJH | ISHARES TR | $2,331.76万 | 4.11% | 302,394 | 14,526 | 5.0% | $112.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,328.18万 | 4.11% | 272,333 | 14,095 | 5.5% | $120.50万 | 加仓 |
| GOOGL | ALPHABET INC | $1,821.91万 | 3.21% | 50,981 | -2,110 | -4.0% | -$75.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,778.66万 | 3.14% | 58,679 | 3,576 | 6.5% | $108.39万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,750.50万 | 3.09% | 178,258 | 16,191 | 10.0% | $159.00万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,549.76万 | 2.73% | 366,115 | 25,884 | 7.6% | $109.57万 | 加仓 |
| EEM | ISHARES TR | $1,511.68万 | 2.67% | 220,974 | 11,648 | 5.6% | $79.68万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,403.18万 | 2.48% | 369,648 | 77,307 | 26.4% | $293.46万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,232.65万 | 2.18% | 262,601 | 17,791 | 7.3% | $83.51万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,195.86万 | 2.11% | 155,914 | 9,067 | 6.2% | $69.54万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,161.61万 | 2.05% | 255,355 | 19,533 | 8.3% | $88.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,158.58万 | 2.04% | 57,903 | 6,003 | 11.6% | $120.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,106.87万 | 1.95% | 11,832 | 100 | 0.9% | $9.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,096.36万 | 1.93% | 33,494 | -153 | -0.5% | -$5.01万 | 减仓 |
| C | CITIGROUP INC | $1,092.76万 | 1.93% | 78,076 | -2,079 | -2.6% | -$29.10万 | 减仓 |
| META | META PLATFORMS INC | $1,033.99万 | 1.82% | 18,356 | 264 | 1.5% | $14.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,019.72万 | 1.80% | 20,379 | 389 | 1.9% | $19.46万 | 加仓 |
| GOOG | ALPHABET INC | $970.22万 | 1.71% | 27,459 | -561 | -2.0% | -$19.82万 | 减仓 |
| ABBV | ABBVIE INC | $868.24万 | 1.53% | 34,503 | 685 | 2.0% | $17.24万 | 加仓 |
| V | VISA INC | $837.18万 | 1.48% | 24,401 | 535 | 2.2% | $18.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $785.44万 | 1.39% | 30,927 | 681 | 2.3% | $17.30万 | 加仓 |
| TSLA | TESLA INC | $718.43万 | 1.27% | 17,081 | 160 | 0.9% | $6.73万 | 加仓 |
| AMGN | AMGEN INC | $430.31万 | 0.76% | 11,883 | -59 | -0.5% | -$2.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $418.11万 | 0.74% | 11,209 | -33 | -0.3% | -$1.23万 | 减仓 |
| AMZN | AMAZON COM INC | $416.64万 | 0.74% | 17,481 | -333 | -1.9% | -$7.94万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $354.69万 | 0.63% | 62,799 | 1,077 | 1.7% | $6.08万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $316.01万 | 0.56% | 51,418 | 1,895 | 3.8% | $11.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $308.44万 | 0.54% | 4,491 | 141 | 3.2% | $9.68万 | 加仓 |
| IVV | ISHARES TR | $278.78万 | 0.49% | 3,723 | -82 | -2.2% | -$6.14万 | 减仓 |
| INTC | INTEL CORP | $273.45万 | 0.48% | 19,584 | 844 | 4.5% | $11.78万 | 加仓 |
| TQQQ | PROSHARES TR | $268.43万 | 0.47% | 33,140 | -2,600 | -7.3% | -$21.06万 | 减仓 |
| IGM | ISHARES TR | $238.61万 | 0.42% | 14,587 | -2,113 | -12.7% | -$34.56万 | 减仓 |
| IXJ | ISHARES TR | $187.21万 | 0.33% | 19,029 | -5,863 | -23.6% | -$57.68万 | 减仓 |
| VCR | VANGUARD WORLD FD | $184.00万 | 0.32% | 4,639 | -1,686 | -26.7% | -$66.87万 | 减仓 |
| CSCO | CISCO SYS INC | $176.24万 | 0.31% | 15,005 | -29 | -0.2% | -$3,406 | 减仓 |
| AVGO | BROADCOM INC | $149.17万 | 0.26% | 3,949 | -44 | -1.1% | -$1.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $137.73万 | 0.24% | 2,371 | -527 | -18.2% | -$30.61万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $134.71万 | 0.24% | 7,930 | 1,952 | 32.7% | $33.16万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $133.24万 | 0.24% | 26,347 | -241 | -0.9% | -$1.22万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $132.59万 | 0.23% | 24,029 | 24,029 | — | $132.59万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $129.42万 | 0.23% | 1,790 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $124.47万 | 0.22% | 42,293 | -859 | -2.0% | -$2.53万 | 减仓 |
| SNPS | SYNOPSYS INC | $95.46万 | 0.17% | 2,140 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $91.50万 | 0.16% | 1,199 | -2 | -0.2% | -$1,526 | 减仓 |
| FISV | FISERV INC | $83.39万 | 0.15% | 17,000 | 13,990 | 464.8% | $68.62万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $81.41万 | 0.14% | 2,169 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $80.86万 | 0.14% | 9,963 | 81 | 0.8% | $6,574 | 加仓 |
| ORCL | ORACLE CORP | $78.46万 | 0.14% | 5,354 | 9 | 0.2% | $1,319 | 加仓 |
| NFLX | NETFLIX INC. | $77.83万 | 0.14% | 10,900 | 296 | 2.8% | $2.11万 | 加仓 |
| CAT | CATERPILLAR INC | $77.53万 | 0.14% | 728 | -266 | -26.8% | -$28.33万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $77.31万 | 0.14% | 2,267 | -3 | -0.1% | -$1,023 | 减仓 |
| IBB | ISHARES TR | $75.96万 | 0.13% | 3,994 | -837 | -17.3% | -$15.92万 | 减仓 |
| IWF | ISHARES TR | $68.58万 | 0.12% | 5,523 | -833 | -13.1% | -$10.34万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $65.86万 | 0.12% | 1,282 | -50 | -3.8% | -$2.57万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $64.94万 | 0.11% | 7,538 | -1,288 | -14.6% | -$11.10万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $64.85万 | 0.11% | 22,110 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $63.53万 | 0.11% | 5,445 | 30 | 0.6% | $3,500 | 加仓 |
| IJR | ISHARES TR | $63.09万 | 0.11% | 4,254 | 294 | 7.4% | $4.36万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $62.68万 | 0.11% | 11,691 | -5,377 | -31.5% | -$28.83万 | 减仓 |
| FICO | FAIR ISAAC CORP | $61.53万 | 0.11% | 515 | 1 | 0.2% | $1,195 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $58.19万 | 0.10% | 17,200 | 200 | 1.2% | $6,766 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.90万 | 0.10% | 3,372 | 140 | 4.3% | $2.32万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $50.82万 | 0.09% | 17,549 | -1,007 | -5.4% | -$2.92万 | 减仓 |
| SDY | SPDR SERIES TRUST | $45.29万 | 0.08% | 2,976 | -122 | -3.9% | -$1.86万 | 减仓 |
| DIS | DISNEY WALT CO | $45.17万 | 0.08% | 4,693 | -371 | -7.3% | -$3.57万 | 减仓 |
| IEMG | ISHARES INC | $45.13万 | 0.08% | 5,448 | 59 | 1.1% | $4,888 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $44.66万 | 0.08% | 2,826 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $43.75万 | 0.08% | 1,241 | -22 | -1.7% | -$7,756 | 减仓 |
| CVNA | CARVANA CO | $43.23万 | 0.08% | 6,568 | -22 | -0.3% | -$1,448 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.72万 | 0.08% | 7,158 | -579 | -7.5% | -$3.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.13万 | 0.07% | 1,498 | -12 | -0.8% | -$3,375 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $41.84万 | 0.07% | 11,348 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $41.35万 | 0.07% | 4,397 | 4,397 | — | $41.35万 | 新建仓 |
| QCOM | QUALCOMM INC | $41.28万 | 0.07% | 2,234 | -272 | -10.9% | -$5.03万 | 减仓 |
| SHOP | SHOPIFY INC | $38.65万 | 0.07% | 3,385 | -150 | -4.2% | -$1.71万 | 减仓 |
| LLY | ELI LILLY & CO | $37.62万 | 0.07% | 314 | 2 | 0.6% | $2,396 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $37.51万 | 0.07% | 6,750 | 200 | 3.1% | $1.11万 | 加仓 |
| BAC | BANK OF AMER CORP | $36.27万 | 0.06% | 6,366 | -108 | -1.7% | -$6,154 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $36.07万 | 0.06% | 6,676 | -58 | -0.9% | -$3,134 | 减仓 |
| IYY | ISHARES TR | $34.94万 | 0.06% | 1,917 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $34.41万 | 0.06% | 2,382 | -175 | -6.8% | -$2.53万 | 减仓 |
| DLN | WISDOMTREE TR | $33.03万 | 0.06% | 3,429 | -94 | -2.7% | -$9,054 | 减仓 |
| GE | GE AEROSPACE | $31.81万 | 0.06% | 851 | 94 | 12.4% | $3.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.58万 | 0.06% | 4,432 | -149 | -3.3% | -$1.06万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $31.38万 | 0.06% | 3,798 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $29.86万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $29.66万 | 0.05% | 5,000 | 200 | 4.2% | $1.19万 | 加仓 |
| ADSK | AUTODESK INC | $29.65万 | 0.05% | 1,525 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $29.46万 | 0.05% | 10,635 | -27 | -0.3% | -$748 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $29.09万 | 0.05% | 16,769 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $28.50万 | 0.05% | 1,120 | 50 | 4.7% | $1.27万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $27.58万 | 0.05% | 1,881 | -155 | -7.6% | -$2.27万 | 减仓 |
| CRM | SALESFORCE INC | $27.29万 | 0.05% | 1,742 | -54 | -3.0% | -$8,460 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.78万 | 0.05% | 7,411 | 0 | 0.0% | — | 不变 |